Civic Intelligence

Alberta Abbey Foundation

990 • Fiscal year 2021 • EIN 47-3125530

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.ALBERTAABBEY.ORG
126 NE Alberta Street Suite 205Portland, OR 97211

(503) 897-7037

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.76x

Higher debt load relative to assets than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

0.97x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

27th percentile

-6.8%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

83rd percentile

60%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

61%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$219,349

Up $82,058 (+60%) from 2020

Net Assets

Down

-$166,781

Down $27,138 (-19%) from 2020

Liabilities

Up

$386,130

Up $109,196 (+39%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin27th percentile

Revenue

Up

$396,365

Up $150,136 (+61%) from 2020

Expenses

Up

$423,503

Up $91,976 (+28%) from 2020

Net Income

Up

-$27,138

Up $58,160 (+68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$200K$0-$200K-$400KAssets 2016: $11,763Liabilities 2016: $6,1032016Assets 2017: $31,486Liabilities 2017: $9,245Net Assets 2017: $22,2412017Assets 2018: $76,163Liabilities 2018: $61,460Net Assets 2018: $14,7032018Assets 2019: $48,243Liabilities 2019: $114,164Net Assets 2019: -$65,9212019Assets 2020: $137,291Liabilities 2020: $276,934Net Assets 2020: -$139,6432020Assets 2021: $219,349Liabilities 2021: $386,130Net Assets 2021: -$166,7812021Assets 2022: $92,027Liabilities 2022: $349,351Net Assets 2022: -$257,3242022Assets 2023: $109,598Liabilities 2023: $397,633Net Assets 2023: -$288,0352023Assets 2024: $206,731Liabilities 2024: $377,371Net Assets 2024: -$170,6402024

Highlighted filing

2021

Assets$219,349
Liabilities$386,130
Net Assets-$166,781
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2016: $172,232Expenses 2016: $166,572Net Income 2016: $5,6602016Revenue 2017: $152,086Expenses 2017: $132,285Net Income 2017: $19,8012017Revenue 2018: $279,927Expenses 2018: $287,465Net Income 2018: -$7,5382018Revenue 2019: $318,080Expenses 2019: $398,704Net Income 2019: -$80,6242019Revenue 2020: $246,229Expenses 2020: $331,527Net Income 2020: -$85,2982020Revenue 2021: $396,365Expenses 2021: $423,503Net Income 2021: -$27,1382021Revenue 2022: $680,182Expenses 2022: $770,725Net Income 2022: -$90,5432022Revenue 2023: $1,120,533Expenses 2023: $1,151,244Net Income 2023: -$30,7112023Revenue 2024: $1,268,574Expenses 2024: $1,143,826Net Income 2024: $124,7482024

Highlighted filing

2021

Revenue$396,365
Expenses$423,503
Net Income-$27,138
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$396,365
Mission and Program Overview

Mission

To foster exposure and development of the arts for children and adults of all backgrounds in Northeast Portland.

To nurture the arts in northeast portland by providing affordable education, gallery, studio, performance and meeting space to community members of all ages.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$58,428$196,704▲ $138,276
Savings and Temporary Cash Investments$43,914--
Land, Buildings, and Equipment, Net$28,443$23,029▼ $5,414
Inventories for Sale or Use$4,509--
Accounts Receivable$1,997$-384▼ $2,381
Total Assets$137,291$219,349▲ $82,058
Liabilities
Mortgage Notes Payable Secured by Investment Property-$350,000-
Unsecured Notes Loans Payable$196,484--
Other Liabilities$43,730$32,043▼ $11,687
Deferred Revenue$33,193$6,962▼ $26,231
Accounts Payable and Accrued Expenses$3,527$-2,875▼ $6,402
Total Liabilities$276,934$386,130▲ $109,196
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-139,643$-166,781▼ $27,138
Total Net Assets Fund Balance$-139,643$-166,781▼ $27,138
Total Liabilities and Net Assets / Fund Balance$137,291$219,349▲ $82,058

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$16,451$9,432$25,883
Equipment$6,578$11,868$18,446
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Deanna SmithPresident
Brian GillisDirector
Eric PaineDirector
Jeana WoolleyDirector
Jerry PetersenDirector
Leo HerreraDirector
Sandra OberdorferSecretary
Rob OberdorferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$188,988
Program Service Revenue
$206,493
Investment Income
$884
Other Revenue
$0
All Other Contributions
$61,333
Change in Net Assets
$-27,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$348,357
Salaries, Compensation, and Employee Benefits$75,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$180,719$26,766-$207,485
Other Salaries and Wages$62,037$8,460-$70,497
Insurance$31,318$5,965-$37,283
Fees for Services Accounting$2,276$7,034-$9,310
All Other Expenses$8,440$752-$9,192
Office Expenses$4,498$857-$5,355
Payroll Taxes$3,952$697-$4,649
Other Expenses$4,126$433-$4,126
Advertising$3,618--$3,618
Fees for Services Legal-$335-$335
Interest$167--$167
Total Functional Expenses$372,204$51,299$0$423,503
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Alberta Abbey LLCControlled EntyPaid as Rent ExpenseNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Rents Received$22,047
Tenant Security Deposits$9,996
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The external accounting firm (cpa) prepares the form 990 as soon as possible and forwards a draft to the executive director and executive committee for review. The executive director receives any comments from the executive committee and relays them (if any) along with his/hers to the cpa firm for explanations/changes. Once the draft has been approved, instructions are given to the cpa firm to prepare a final version for signature and authorization for electronic filing. At that time the full board has access to the 990.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's salary is reviewed annually as part of the budgeting process and based on goals and criteria established previously. Adjustments to salary is based upon performance with those goals and financial capability.”

Form 990, Page 6, Part VI, Line 19

“Documents are provided within a reasonable amount of time from a when written request is received.”

Filing and Contact Details

Filer

Filer Name
Alberta Abbey Foundation
EIN
47-3125530
Phone
5038977037
Address
126 NE ALBERTA STREET SUITE 205, PORTLAND, OR 97211

Signing Officer

Name
Leah Mocsy
Title
Executive Director
Phone
5038977037
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deanna Smith
Formed
2016
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
15
Volunteers
15

Preparer

Firm
Richard R Harris CPA
Address
5257 NE MARTIN LUTHER KING, PORTLAND, OR 97211
Preparer
Rick Harris
Phone
5032802030
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXTERNAL ACCOUNTING FIRM (CPA) PREPARES THE FORM 990 AS SOON AS POSSIBLE AND FORWARDS A DRAFT TO THE EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE FOR REVIEW. THE EXECUTIVE DIRECTOR RECEIVES ANY COMMENTS FROM THE EXECUTIVE COMMITTEE AND RELAYS THEM (IF ANY) ALONG WITH HIS/HERS TO THE CPA FIRM FOR EXPLANATIONS/CHANGES. ONCE THE DRAFT HAS BEEN APPROVED, INSTRUCTIONS ARE GIVEN TO THE CPA FIRM TO PREPARE A FINAL VERSION FOR SIGNATURE AND AUTHORIZATION FOR ELECTRONIC FILING. AT THAT TIME THE FULL BOARD HAS ACCESS TO THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY AS PART OF THE BUDGETING PROCESS AND BASED ON GOALS AND CRITERIA ESTABLISHED PREVIOUSLY. ADJUSTMENTS TO SALARY IS BASED UPON PERFORMANCE WITH THOSE GOALS AND FINANCIAL CAPABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE PROVIDED WITHIN A REASONABLE AMOUNT OF TIME FROM A WHEN WRITTEN REQUEST IS RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEAH MOCSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05038977037
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0ALBE
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ReturnHeader/Filer/PhoneNum05038977037
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD R HARRIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05257 NE MARTIN LUTHER KING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05032802030
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK HARRIS
ReturnHeader/ReturnTs02023-01-30T18:33:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOCSY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$219,349
Liabilities
$386,130
Net assets
-$166,781
Revenue
$396,365
Expenses
$423,503
Net income
-$27,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.38$0.17$1.27$1.14$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.40$0.29$1.12$1.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.35$0.26$0.68$0.77$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.39$0.17$0.40$0.42$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.28$0.14$0.25$0.33$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.11$0.07$0.32$0.40$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.06$0.01$0.28$0.29$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.15$0.13$0.02
2016Summary only. Only limited summary data is available for this year.$0.01$0.01$0.17$0.17$0.01